September 17, 2023

IRA, EGD and now the EU move on China EVs – governments are showering mining with money

When the EU closes its EV market to China, it would open up a direct route and likely premium pricing for lithium, nickel, cobalt miners now supplying China.

September 15, 2023

Investors glimpse opportunity in Europe’s unloved mining shares

The STOXX Europe 600 mining index has fallen 15% this year, making it the worst performing sector in the region by some margin.

September 15, 2023

Iron ore price rallies on China fundamentals, but cap looms

The rally has been driven by some signs that China's beleaguered property sector may be starting to turn around.

September 15, 2023

Aluminum deal season has started, but no one is buying yet

The annual contracting season for aluminum supplies got off to a slow start at a key industry conference this week.

September 14, 2023

Tesla supplier weighs Indonesia battery metal unit IPO

Chinese battery metals producer CNGR is weighing an initial public offering of Indonesian assets as soon as the end of 2024.

September 14, 2023

Copper price steadies as dollar strength balances fresh China stimulus

A stronger local currency makes imports cheaper for domestic traders and fabricators in the world’s top metals consumer.

September 14, 2023

China gold premium hits record as Beijing defends yuan

Bullion on the Shanghai Gold Exchange traded at a premium of more than $120 an ounce on Thursday.

September 13, 2023

China conjures a glut of coal as record imports swell supply

The market for China’s mainstay fuel today is far more sedate.

September 13, 2023

Lithium tech developers eye ways to boost water recycling

The mining industry is working to boost freshwater recycling while also developing direct lithium extraction.

September 13, 2023

Welcome to the crazy world of China’s lithium mine auctions

Due to competition, winning bids often end up being over 1,000 times the starting price.